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When is it okay to ignore deadlines in your running log of implementation tasks?

  • When you have reason to believe that the client doesn’t care about the deadlines
  • When you know that you can earn a larger commission by going over the deadlines
  • When the log is completely outdated, seems to be from a different project, and does not reflect any of the tasks you have discussed with the project manager and supervisory committee
  • When you are bored with the client’s sales process and dislike their sales leaders
  • You should never ignore deadlines. If you think something is incorrect, clarify it with the project manager and supervisory committee before deciding to ignore it.

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Scenario : Your prospect has specific questions about key functionalities in Sales Hub, based on their poor experience with their previous CRM. Which of the following is the best way to win their trust?

  • Always discuss the flywheel rather than answering their product questions directly. The flywheel is the best answer to any and all product questions.
  • Offer to discuss their questions in detail, but avoid spending too much time on features, because you should be focused on closing the deal efficiently.
  • Offer to discuss their questions in detail, and make sure their doubts are honestly addressed. If they still have questions, offer to set up another conversation to answer them, and offer case studies to back up your claims.
  • Show them an impressive list of companies using Sales Hub. You don’t need to discuss details about features. Examples speak louder than consulting or long conversations.

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Scenario: A client is really interested in shifting all of their sales reporting from their old proprietary CRM to Sales Hub. However, one of their key reports is not yet re-creatable within HubSpot. You’re afraid that bringing this up will dampen the client’s enthusiasm and slow down the process of fully migrating to Sales Hub. What should you do?

  • Be honest and transparent about what your client can and cannot report on in HubSpot. If they cannot access critical data without any warning, they’re much more likely to churn and be unhappy with the tool. In the meantime, work with them to transfer the easily recreatable reports into HubSpot
  • Convince them that they don’t need this report, since their sales process is outdated
  • Promise them that HubSpot’s developers will specially build out this report for their portal in the future
  • None of the above

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Which of the following statements is false?

  • Legacy CRMs often require clients to sacrifice customization for ease of use
  • Sales Hub offers easy integrations with tools commonly used by sales teams, via HubSpot’s App Marketplace
  • Legacy CRMs often have a poor (or nonexistent) mobile user experience
  • Sales Hub does NOT include easily automatable email outreach tools

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Which of the following questions about outreach process should you ask your client’s sales leadership?

  • What do your top performers do in their outreach process?
  • Could you walk through an example of a recently closed customer?
  • What outreach behavior would you like your teams to change?
  • Is your team satisfied with the current outreach process?
  • All of the above and more

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Which of the following statements is false?

  • Front office teams are internally facing, such as finance, HR, and IT.
  • Back office teams and front office teams are both the same in the modern economy in terms of their day-to-day work.
  • The term “customer-facing teams” paints a clearer picture of what front office and back office teams have in common–customers–and why it makes sense to support them with HubSpot CMS.
  • Both A & B

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